See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,259 | $64,707+92.0% | $112,228+10.7% | $68,494+81.4% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -13.22% | -11.40%-1.8pp | 27.45%-40.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $4,676 | $2,746+70.3% | $3,635+28.6% | $2,596+80.1% |
| Participant deferral / active EE | $9,781 | $3,565+174.4% | $4,728+106.9% | $4,027+142.9% |
| Admin fee / account holder | $16,222 | $5,232+210.0% | $6,410+153.1% | $5,403+200.3% |